Funeral expenses
Hello I live in Pa. My uncle died and I had to plan and pay for his funeral upfront. There won’t be much much money, but will I get atleast some of my money back from his estate? Thank you for taking...
View ArticleCan I force my house to go into sale in a trust?
Hello, I'm considering putting my house in a trust. The house has no mortgage. If I put my house in a trust and I die, can I have a stipulation in the trust that the house will be sold and the proceeds...
View ArticleBasic Question On Identifying Digital Assets
California Is any website I am registered with considered a digital asset? If not ... what distinguishes those that are digital assets from those that aren't? Examples ... all of which I'm registered...
View ArticleIrrevocable House Trust vs. Will
NY My parents set up a will in 2015. My sibling and I are 50/50 recipients of the estate. 4.5 years ago, a house trust account (irrevocable) was set up. I am the named trustee. In the trust, the...
View ArticleUpstream Gift
What is the name of your state? CA My mother is 90 years old and she lives in her house which is titled in ONLY my name. I am not sure if she will ever need to live in Nursing home (I assume Medicare...
View ArticleExecutor Taking Her Sweet Time (California)
My sister and I are beneficiaries of my diseased mothers will. She passed away 2 years ago. My sister is executor. It seems to me she is dragging this along. I've hired 2 attorneys so far that didn't...
View ArticleUnsure whether to use a will for home being split for sons
My mother of 80s years is going on a trip to South America. Me and my brother are trying to set up a payment to try and get one of those online simple wills with everything being split evenly to 3...
View ArticleHow to trigger POA
What is the name of your state? California Hello, I am wondering if in a blended family where one parent appointed their kid as POA should their spouse not be able to deal with their affairs anymore...
View ArticleTrust Fraud? The Trustee has somehow transferred the property from the Trust...
Looking for some advice please. I have a friend who is disabled after a stroke, and lives in a pretty grim Assisted Living facility in Riverside, California. His mother, who passed away in February...
View ArticleInheriting A House
California My half of my Moms' estate includes a house that's worth about 500k. My sister will get 250k for her half of the house. Before my mom passed she borrowed 300k on the house. To figure out how...
View ArticleNeed Help...Will requires a SNT for the Son but He is working and not on SSI...
I need some help...as the PR, the will directs me to put the funds into an SNT trust, but I looked up the requirements, and the son does not meet the definition of "disabled" so what do I do?
View ArticleInheritance question
What is the name of your state? What is the name of your state? CA & TX I live in Calfiornia My mom lives in Texas. My mom is married to her second husband about 10 years ago, who is not my dad. As...
View ArticleCo-Agent for POA & Advance Health Care Directive
What is the name of your state? California Hello, Both my brother and I were named as co-agents for my mom's POA and Advance Health Care Directive in the event that my dad was no longer alive. My dad...
View ArticleWill-Defer to beneficiary's will for distribution?
In my will can I specify my beneficiary's desired distribution in the case of her dying before me. IE , though she pre-deceased me, her portion can go to whom she specified as residuals in her own will?
View ArticleLife Insurance Policies & Family Trust
I'm in California, there is a Family Trust in place. There are Life Insurance Policies that the settlor(s) had, and now that they are deceased. How should these Insurance Policies be handled? Should...
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